See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Experience

  • Fit Finance
    • Brisbane, Australia
    • Finance Consultant
      • Jan 2019 - Present
      • Brisbane, Australia

      Finance & Mortgage Broker - Home Loans, Business Loans, Self Managed Super Fund Lending, Equipment Finanace

    • Australia
    • Banking
    • 700 & Above Employee
    • Business Banking Manager
      • Mar 2004 - Dec 2018

      Provide financial services (home & business lending, equipment finance, trade andworking capital, international products and services, transactional banking)Role consisted of providing advice to business clients.Financial analysis to determine credit worthiness of credit applications.Liaise with various internal stakeholders (credit, legals, trade and working capital, FX etc) to achieve sound financial solutions for clients.Coach and support new analysts

    • Credit Analyst
      • Feb 2001 - Mar 2004

      Conduct financial analysis, prepare credit memorandums for consumer and business applications.

  • Credit Suisse First Boston
    • London, United Kingdom
    • Business Analyst
      • Oct 1998 - Jun 2000
      • London, United Kingdom

      Supervise a team of three to assist in the development of a new loan computer system.Build loan structures within new system and facilitate systems testing. Liaise with the New York team to ensure project progress.

  • Countrywide Bank
    • Auckland, New Zealand
    • Financial Analyst
      • Feb 1997 - Mar 1998
      • Auckland, New Zealand

      Analysis of financial information to assist with credit applications for the commercial property and special project division.

    • Retail Banker
      • Mar 1994 - Feb 1997

Education

  • 1995 - 1995
    University of Waikato
    Masters of Management Studies, Finance
  • 2019 - 2019
    AAMC Training Group
    FBAA Compliance Fundamentals Training
  • 2018 - 2018
    AAMC Training Group
    Diploma of Finance and Mortgage Broking Management - FNS50315, Finance
  • Hamilton Boys High School
  • 1991 - 1994
    The University of Waikato
    Bachelors of Management Studies, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles